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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

476 hedge funds and large institutions have $7.86B invested in iShares Core S&P US Value ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 188 increasing their positions, 127 reducing their positions, and 41 closing their positions.

Holders
476
Holders Change
-6
Holders Change %
-1.24%
% of All Funds
8.23%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.59%
New
40
Increased
188
Reduced
127
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.34B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$98.5M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$48.1M
4
CG
4
Colony Group
Massachusetts
$21.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$110M

Top Sellers

1
BlackRock
1
BlackRock
New York
$222M
2
Morgan Stanley
2
Morgan Stanley
New York
$479M
3
BTI
3
Blue Trust Inc
Georgia
$369M
4
WAOI
4
Wealth Advisors of Iowa
Iowa
$3.83M
5
S
5
SignatureFD
Georgia
$226M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.34B 53,274,011 +1,222,866 +2%
LPL Financial
2
LPL Financial
California
$719M 11,476,524 +106,043 +0.9%
Morgan Stanley
3
Morgan Stanley
New York
$479M 7,652,255 -708,622 -8%
BTI
4
Blue Trust Inc
Georgia
$369M 5,512,237 -481,444 -8%
S
5
SignatureFD
Georgia
$226M 3,605,089 -134,559 -4%
BlackRock
6
BlackRock
New York
$222M 3,538,559 -893,716 -20%
AL
7
Aspiriant LLC
California
$157M 2,504,468 +8,768 +0.4%
UBS Group
8
UBS Group
Switzerland
$126M 2,005,218 +55,461 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$110M 1,754,837 +296,691 +20%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$98.5M 1,573,794 +668,247 +74%
SHGA
11
Sand Hill Global Advisors
California
$96.2M 1,537,211 -41,895 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$72.1M 1,150,876 +93,722 +9%
William Blair & Company
13
William Blair & Company
Illinois
$61.8M 986,800 +37,199 +4%
Wells Fargo
14
Wells Fargo
California
$60.8M 971,441 -34,458 -3%
Goldman Sachs
15
Goldman Sachs
New York
$58.4M 933,310 +104,257 +13%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$51.7M 826,137 +116,902 +16%
Natixis Advisors
17
Natixis Advisors
Massachusetts
$48.1M 767,458 +340,515 +80%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$44.5M 695,702 +120,665 +21%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$43.4M 693,459 +70,106 +11%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$43.3M 691,174 +13,724 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$40.9M 652,748 +53,363 +9%
ERFOTCOFW
22
Employees Retirement Fund of the City of Fort Worth
Texas
$36.3M 580,217 – –
GWM
23
GDS Wealth Management
Texas
$36.3M 579,599 +21,473 +4%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$34.5M 550,574 +13,130 +2%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$33.3M 532,419 +3,013 +0.6%
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